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Black Diamond Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Black Diamond Financial’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.2M Buy
417,222
+17,921
+4% +$964K 2.42% 11
2025
Q4 		$21.5M Buy
399,301
+20,399
+5% +$1.1M 2.27% 12
2025
Q3 		$20.5M Buy
378,902
+62,117
+20% +$3.32M 2.3% 13
2025
Q2 		$16.9M Sell
316,785
-27,903
-8% -$1.46M 2.62% 11
2025
Q1 		$18.1M Buy
344,688
+11,080
+3% +$576K 2.72% 9
2024
Q4 		$17.2M Buy
333,608
+126,766
+61% +$6.64M 2.58% 10
2024
Q3 		$11.1M Buy
206,842
+20,792
+11% +$1.1M 1.89% 14
2024
Q2 		$9.54M Buy
+186,050
New +$9.47M 1.84% 14

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Black Diamond Financial's IGIB Position: Q1 2026 in Review

Black Diamond Financial increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.5% in Q1 2026, buying an estimated $964K and bringing the position to 417,222 shares worth $22.2M. The position accounts for 2.42% of the portfolio, ranked #11.

Black Diamond Financial first reported a position in IGIB in Q2 2024 and has held it in 8 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Black Diamond Financial held 417,222 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $22.2M as of Q1 2026.
  • Black Diamond Financial bought 17,921 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $964K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.42% of Black Diamond Financial's portfolio in Q1 2026, its #11 holding.
  • Black Diamond Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.